See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,911 | $81,625-68.3% | $167,512-84.5% | $74,304-65.1% |
| Participation rate | 24.2% | 60.0%-35.8pp | 77.1%-52.8pp | 60.3%-36.1pp |
| Annual return | 18.11% | 26.09%-8.0pp | 1615.79%-1597.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $474 | $2,010-76.4% | $3,882-87.8% | $2,241-78.8% |
| Participant deferral / active EE | $787 | $4,115-80.9% | $6,405-87.7% | $3,767-79.1% |
| Admin fee / account holder | $3,205 | $3,474-7.7% | $9,769-67.2% | $2,969+8.0% |